General
How can I share a form URL?
How can I share a form URL?
To share a form URL, click the “Preview Form” button in the header when viewing the form. This opens the form in a new tab, where you can copy the URL directly from your browser.
For an easy sharing option, you can also generate a QR code using the QR code button next to the preview button. This creates a scannable shortcut to the same URL.
Creating Forms
How can I add a data source to a form?
How can I add a data source to a form?
You can't add a data source directly to a form. You have to add the data source to a field, then add the field to the form. Here is the correct order to follow:
Create a regular data source.
(Data + Automation > Data Sources > Add Data Source)
Create a custom field.
(Data + Automation > Field Management > Custom Fields)Select "Use data source" on the custom field to link them.
Add the custom field to the form.
Form Submission Process
Does submitting a form create a Date of Inquiry milestone?
Does submitting a form create a Date of Inquiry milestone?
It depends on the form type (Prospect or Simple). You can adjust the form type based on your preference:
Prospect: Creates a Date of Inquiry milestone when submitted
Simple: Does not create a Date of Inquiry milestone.
Troubleshooting
There is an error message when attempting to complete my form.
There is an error message when attempting to complete my form.
Here are two common reasons why an error message may appear:
All Forms must contain the Email Address
user-email-addressfield. If you remove this field and try to submit the form, you will get an error.
Errors can occur due to field validation issues. Start by reviewing your form field. Check if any fields use Numeric Only validation combined with Max Length or Min Length. This can cause unexpected behavior because Max Length is treated as a maximum numerical value, not a character limit. To configure fields that require a specific number of numeric digits, the best practice is to use the Text field type with Mask validation (e.g., For an 8-digit ID field, apply Mask Validation with 00000000. This guarantees exactly 8 digits and prevents letters from being entered.).